DFX Intelligence
Offices
Where advisors are leaving, and where they are arrivingHow offices are countedAn office is a firm and a branch city on IAPD. Advisors today is the count of people whose current registration lists that branch; a departure is a registration ending at the firm whose last listed branch was this city; a join is a current registration that began in the window.Teams are the lift-outs and arrivals on the teams page, placed at their top city. Breakaways in formation counts advisors at this office who are direct owners of an adviser first registered in the last year. Street addresses are not read.
22,757 offices
Offices with 5 or more advisors. Set an Advisors range to see smaller ones.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Lincoln, Ne | 26 | 1 | 0 | +1 | 0.0% | |||
| MML INVESTORS SERVICES, LLC BD affiliated | Horsham, Pa | 26 | 0 | 0 | 0 | 0.0% | |||
| WELLS FARGO ADVISORS wirehouse | Oak Brook, Il | 26 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Monterey, Ca | 26 | 1 | 0 | +1 | 0.0% | |||
| M•• I•••••••• S•••••••• L•• BD affiliated | Glen Allen, Va | 26 | 5 | 0 | +5 | 0.0% | |||
| P•••••••• A••••••• national BD | Dallas, Tx | 26 | 7 | 0 | +7 | 0.0% | |||
| J••• M••••• S••••••••• L•• wirehouse | Tucson, Az | 26 | 3 | 0 | +3 | 0.0% | |||
| M••••• S•••••• wirehouse | Warren, Nj | 26 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Gainesville, Fl | 26 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Fort Lauderdale, Fl | 26 | 1 | 0 | +1 | 0.0% | |||
| S•••••• S••••••••• I••• BD affiliated | Birmingham, Al | 26 | 1 | 0 | +1 | 0.0% | |||
| O•••• W•••••• I••• BD affiliated | Nashville, Tn | 26 | 2 | 0 | +2 | 0.0% | 1 | ||
| H••••• H•••••• C•••••• L•• asset manager | New York, Ny · principal | 26 | 0 | 0 | 0 | 0.0% | |||
| P•••••••• A••••••• national BD | Des Plaines, Il | 26 | 4 | 0 | +4 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Eugene, Or | 26 | 1 | 0 | +1 | 0.0% | |||
| O•••••• W••••• A••••••• L•• independent RIA | Cincinnati, Oh · principal | 26 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Grand Blanc, Mi | 26 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Milwaukee, Wi | 26 | 3 | 0 | +3 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Hebron, Ky | 26 | 1 | 0 | +1 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Eagan, Mn | 26 | 8 | 0 | +8 | 0.0% | 1 | ||
| O•••• W•••••• I••• BD affiliated | Costa Mesa, Ca | 26 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Cranston, Ri | 26 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Chico, Ca | 26 | 3 | 0 | +3 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Bradenton, Fl | 26 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Northfield, Nj | 26 | 3 | 0 | +3 | 0.0% | |||
| E••••• J•••• national BD | Boise, Id | 26 | 1 | 0 | +1 | 0.0% | |||
| K•• A••••••• S••••••• L•• independent RIA | Louisville, Ky · principal | 26 | 2 | 0 | +2 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Conshohocken, Pa | 26 | 1 | 0 | +1 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Long Beach, Ca | 26 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Orland Park, Il | 26 | 2 | 0 | +2 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Cincinnati, Oh | 26 | 3 | 0 | +3 | 0.0% | |||
| W•••••••• P•••••••• L•• independent RIA | Los Angeles, Ca · principal | 26 | 1 | 0 | +1 | 0.0% | |||
| C••••• I••••••••• A••••••• L•• BD affiliated | Westbury, Ny | 26 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Burbank, Ca | 26 | 3 | 0 | +3 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Waterloo, Ia | 25 | 11 | 0 | +11 | 0.0% | 1 | ||
| W••••••• W••••• A•••••••• I••• independent RIA | Houston, Tx · principal | 25 | 1 | 0 | +1 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Grand Rapids, Mi | 25 | 4 | 0 | +4 | 0.0% | |||
| L•• F•••••••• L•• BD affiliated | Worcester, Ma | 25 | 3 | 0 | +3 | 0.0% | |||
| F•••• T•••• S••••••••• I••• BD affiliated | Columbus, Oh | 25 | 1 | 0 | +1 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Swansea, Il | 25 | 2 | 0 | +2 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Birmingham, Al | 25 | 1 | 0 | +1 | 0.0% | |||
| M••••• S•••••• wirehouse | Lake Charles, La | 25 | 1 | 0 | +1 | 0.0% | |||
| C•••••• S••••• • C••• I••• national BD | West Hartford, Ct | 25 | 2 | 0 | +2 | 0.0% | |||
| C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated | Overland Park, Ks | 25 | 1 | 0 | +1 | 0.0% | |||
| A•••• W••••• A•••••••• L•• BD affiliated | Melville, Ny | 25 | 4 | 0 | +4 | 0.0% | |||
| W•••• F•••• A••••••• wirehouse | Waukesha, Wi | 25 | 1 | 0 | +1 | 0.0% | |||
| E••••• J•••• national BD | Bismarck, Nd | 25 | 2 | 0 | +2 | 0.0% | |||
| R••••••••• C•••••• M••••••••• BD affiliated | Houston, Tx | 25 | 11 | 0 | +11 | 0.0% | 1 | ||
| F••••• G•••• A••••••• L•• independent RIA | Westwood, Nj · principal | 25 | 1 | 0 | +1 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Argyle, Tx | 25 | 5 | 0 | +5 | 0.0% | |||
| I••••• P••••••• L•• independent RIA | San Clemente, Ca · principal | 25 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A••••••• L•• national BD | Warwick, Ri | 25 | 5 | 0 | +5 | 0.0% | |||
| U••••• A•••• S••••••••• I••• independent RIA | Garden City, Ny · principal | 25 | 0 | 0 | 0 | 0.0% | |||
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | Bel Air, Md | 25 | 4 | 0 | +4 | 0.0% | |||
| P•••••••• A••••••• national BD | Knoxville, Tn | 25 | 5 | 0 | +5 | 0.0% | |||
| C••••••• institutional | Phoenix, Az | 25 | 0 | 0 | 0 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Worthington, Oh | 25 | 4 | 0 | +4 | 0.0% | |||
| S•••••••• A•••••• N•••••• independent RIA | Brighton, Mi · principal | 25 | 9 | 0 | +9 | 0.0% | |||
| A••••••••• F•••••••• S•••••••• L•• national BD | Rye Brook, Ny | 25 | 1 | 0 | +1 | 0.0% | |||
| S•••••• N••••••• • C••••••• I••••••••• national BD | Golden Valley, Mn | 25 | 3 | 0 | +3 | 0.0% |
The firm and advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.